15 STEPS
1. This tutorial shows how to request a New Payor for electronic payments using RefInsight Pay.
2. From the Home page, click on the arrow next to Payments to expand the dropdown list.
3. Click Payors.
4. Lists of current payors and payor administrators in the account are displayed here.
Click Request a New Payor to request provisioning of a new Payor.
5. The Payor Request Form opens. All Payor requests are reviewed by Ref Insight and the Payor Admins within the account. For contact info, please provide information for the actual payor that is the source of funds and responsible for sending 1099s.
6. Enter the Payor Name.
7. For this example, the Payor Name is Acme FC.
7b. Click
8. Enter a Description about this payor if you like.
8b. Click
9. Enter the Payor Contact Name. This person will be contacted for onboarding into the payment system.
9b. Click
10. For this example, Jane Doe is the Payor Contact Name.
Next, enter the Payor Contact Email.
10b. Click
11. Next, enter the Payor Contact Phone number.
11b. Click
12. Enter the Physical Address of the Payor. In this example, the address entered is for the payor Acme FC.
12b. Click
13. Click Create when finished.
14. The new Payor now appears in the list. A notification is sent to Ref Insight to provision the new Payor in the payment system. We will contact the Payor to initiate the onboarding process and add them to the Payor portal.
15. Thank you for watching this tutorial on how to Request a New Payor.
See the tutorial on how to make a Payor modification request, which adds a payor to the match roles and schedules within your Competition.
